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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.73
Change-$0.63 (-4.39%)
VolumeN/A
Net Assets1.85B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
BVALX vs VMVIX Comparison Chart
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BVALX vs. VMVIX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. BVALX (1.85B). VMVIX pays higher dividends than BVALX: VMVIX (2.20) vs BVALX (1.42). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (19 years). BVALX (0.55) is less costly to investors than VMVIX (0.19). BVALX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. BVALX (-5.75). VMVIX return over 5 years is better than : 116.35 vs. BVALX (76.58).
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | 0.55 | 0.19 | 289% |
| Annual Report Gross Expense Ratio | 0.55 | 0.19 | 289% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -2.113 | 0.246 | -857% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 30.8B | 6% |
| Annual Yield % from dividends | 1.42 | 2.20 | 65% |
| Returns for 1 year | -5.75 | 5.62 | -102% |
| Returns for 3 years | 12.94 | 8.94 | 145% |
| Returns for 5 years | 76.58 | 116.35 | 66% |
| Returns for 10 years | N/A | 78.45 | - |
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